JPMorgan's Treasury client survey showed that the share of bulls rose by 1 percentage point in the week to January 13 to its highest level since December 4, 2023. Neutral increased by 1 percentage point. Net longs reached their highest level since November 4 last year.
JPMorgan's Treasury client survey showed that bears rose 6 percentage points in the week to January 6, bulls rose 8 percentage points and neutral fell 14 percentage points. The survey of all clients showed that bulls rose to their highest level since December 4, 2023, while neutral fell to its lowest level since December 4, 2023.
JPMorgan's trading team said that while the risks to a strong stock market rally are growing, there is "very little chance" of a bear market downturn in the context of strong economic growth. US stocks could see a 4% -5% or even 10% correction after two consecutive years of rising more than 20% in the S & P 500, but the bull market remains intact against the backdrop of above-trend GDP, the team led by Andrew Tyler, head of global market intelligence, said in a note to clients on Monday.
JPMorgan Global Market Strategists said in a report that 2024 is a pivotal year for digital assets, helped by Trump's victory, with a record $78 billion expected to enter the crypto market. This capital inflow consists of several key components: $27 billion net inflow of crypto funds, $14 billion invested in CME futures, $14 billion raised by crypto venture capital funds, $22 billion bitcoin purchased by MicroStrategy, and $1 billion bitcoin purchased by bitcoin miners. In other words, only Micr...
JPMorgan Chase said in a research note that the expansion of leveraged MicroStrategy (MSTR) ETFs and the flow of funds they attract have had a more pronounced impact on the company's stock and crypto markets than before. The bank said these ETFs played a major role in the stock's nearly 60% gain in November. Total inflows into U.S. spot Bitcoin (BTC), spot Ether (ETH) and leveraged MicroStrategy ETFs hit a record high of nearly $11 billion in November, with leveraged MSTR ETFs accounting for $3....
With liquidity conditions returning to normal after the end of October, strategists such as JPMorgan's Teresa Ho expect the Fed to end quantitative tightening (QT) in the first quarter of 2025, a process previously expected to be completed by the end of 2024. Increasing supply of US treasury securities and repo, and money market funds looking to expand into longer maturities amid waning expectations of easing, have pulled more money from the Fed's overnight reverse repo facility.
7:00-12:00 Keywords: BlackRock, JPMorgan Chase, OpenAI, Ethereum Foundation 1. MakerDAO voted to change its name to Sky. More than 280 pro-crypto candidates won seats in the U.S. Congress. 3. BlackRock is in talks to acquire a minority stake in hedge fund manager Millennium. 4. JP Morgan Chase: Bitcoin will continue to benefit from Trump's election victory in the next eight weeks or so. 5. Yesterday, the BlackRock Bitcoin ETF flowed into $1.11692 billion, the highest inflow since its launch; 6. ...
JPMorgan Chase said in a report released Thursday that it believes bitcoin will continue to benefit from a Republican victory in the US Presidential Election. The report said a Trump victory would have repercussions similar to those of 2016 in the next eight weeks or so. While bitcoin has surged and gold prices have fallen as a result of Trump's victory, Trump's policies could support both in 2025. As traders try to hedge against currency depreciation and geopolitical resistance, Huang...
According to CNBC, JPMorgan Chase CEO Jamie Dimon today continued to avoid endorsing either presidential candidate, instead calling for a statement on Election Day calling for unity. Coming to the end of one of the "toughest" and "most divisive" elections in recent history, he said the American people were making a decision. We must start working together to bring the country together and focus on the pressing economic and global issues at hand. Trump claimed to have Dimon's support in October, ...
David Kelly, chief global strategist at JPMorgan Asset Management, said the Fed could pause its easing cycle as early as December if Mr. Trump wins the US election this week, as his expansionary fiscal policy plans will push up inflation and prevent interest rates from falling. Kelly pointed out that if the Republicans win a big victory in Trump, there will be more expansionary fiscal policy, which could trigger a trade war.
摩根大通资产管理公司(JPMorgan Asset Management)首席全球策略师 David Kelly 表示,如果特朗普本周赢得美国大选,美联储最早可能在 12 月暂停其宽松周期。因为特朗普的扩张性财政政策计划将推高通胀并阻止利率下降。 Kelly 指出,如果共和党在特朗普的胜利中大获全胜,将会有更多的扩张性财政政策出炉,可能会引发贸...
Bitcoin (BTC) daily mining revenue and gross profit fell for the fourth consecutive month in October, JPMorgan Chase (JPM) said in a research note on Friday. JPMorgan estimates that gross profit from Bitcoin daily block rewards fell by 2% in October, reaching its lowest level on "recent records." On the positive side, transaction fees spiked to 60% of block rewards at the end of the month, providing some relief to hash prices.
According to the Hong Kong Monetary Authority, JPMorgan Chase, R3 and WeBank Technology will join the Ensemble Project Structure Working Group as new members. The previous members of the working group included the HKMA, the Securities and Futures Commission, the Hong Kong Centre under the Bank for International Settlements Innovation Hub, the CBDC Expert Group and seven private institutions, including Bank of China (Hong Kong), Hang Seng Bank, HSBC, Standard Chartered Hong Kong, HashKey Group, A...
Bitcoin miners face a window of data center and high-performance computing (HPC) service contracts with hyperscale computing and AI startups in the next nine months, but the chances of securing HPC/AI data center deals are dwindling, according to analysts at JPMorgan. Due to delays in data center approvals and grid connectivity, bitcoin miners can leverage their existing infrastructure to meet AI computing needs. The report states that with limited grid capacity in the United States, demand for ...